APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$12.3M
3
+$9.32M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$8.71M
5
COIN icon
Coinbase
COIN
+$7.12M

Top Sells

1
+$21.7M
2
+$9.68M
3
+$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3176
$1.65K ﹤0.01%
16
3177
$1.62K ﹤0.01%
34
-5,374
3178
$1.61K ﹤0.01%
7
-70
3179
$1.61K ﹤0.01%
30
3180
$1.61K ﹤0.01%
164
-1,860
3181
$1.6K ﹤0.01%
+16
3182
$1.6K ﹤0.01%
40
3183
$1.6K ﹤0.01%
+50
3184
$1.58K ﹤0.01%
200
3185
$1.56K ﹤0.01%
33
-2,937
3186
$1.54K ﹤0.01%
75
3187
$1.54K ﹤0.01%
59
3188
$1.53K ﹤0.01%
+15
3189
$1.53K ﹤0.01%
+53
3190
$1.53K ﹤0.01%
8
-90
3191
$1.51K ﹤0.01%
39
3192
$1.5K ﹤0.01%
100
3193
$1.5K ﹤0.01%
+28
3194
$1.45K ﹤0.01%
1,000
3195
$1.45K ﹤0.01%
102
3196
$1.44K ﹤0.01%
8
-2
3197
$1.44K ﹤0.01%
77
3198
$1.43K ﹤0.01%
100
3199
$1.41K ﹤0.01%
72
3200
$1.4K ﹤0.01%
33
126 127
128
129 130